Remote HNW & Trusts Planning Manager

SVA | A Professional Services Company; Madison (WI); Híbrido; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote or hybrid work

Multiple offices

Descripción de la vacante

SVA HNW/Trust & Estates Managers partner with business owners, their families, and advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. You will engage directly with clients to inform and guide decisions, while collaborating with internal leaders on client relationship management.

Qualifications include 5+ years in tax and accounting for businesses and High Net Worth families; CPA or EA certification; flexibility for full/part

Formación

• 5+ years in tax and accounting for businesses and high net worth families.
• Experience in planning and compliance for wealth transfer and estates.
• Staff supervision and training experience is desirable.

Responsabilidades

• Overseeing client projects from engagement planning to implementation.
• Develop and manage an engagement plan for implementation.
• Coordinate client and tax service line team schedules.
• Monitor performance of project tasks.
• Prepare and send weekly status reports.
• Deliver projects on time and within budget.

Educación

Bachelor’s degree in accounting or related field

CPA or EA certification

Descripción del empleo

SVA HNW/Trust & Estates Managers partner with business owners, their families, and advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. You will engage directly with clients to inform and guide decisions, while collaborating with internal leaders on client relationship management.

Qualifications include 5+ years in tax and accounting for businesses and High Net Worth families; CPA or EA certification; flexibility for full/part